| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Anchor Investment Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $11 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $40 | 0.00% | −96−96.0% | Reduced |
| Dunhill Financial, LLC | 10 | $104 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 14 | $140 | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 19 | $189 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 20 | $200 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 39 | $389 | 0.00% | −61−61.0% | Reduced |
| Quarry LP | 41 | $409 | 0.00% | −170−80.6% | Reduced |
| Financial Perspectives, Inc | 42 | $419 | 0.00% | +42 | New |
| Proathlete Wealth Management LLC | 44 | $438 | 0.00% | +4+10.0% | Added |
| North Star Investment Management Corp. | 47 | $469 | 0.00% | −28−37.3% | Reduced |
| HighMark Wealth Management LLC | 50 | $498 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 53 | $529 | 0.00% | +53 | New |
| Investment Research & Advisory Group, Inc. | 56 | $558 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 60 | $598 | 0.00% | +12+25.0% | Added |
| Essential Partners LLC | 62 | $618 | 0.00% | +62 | New |
| Simplex Trading, LLC | 200 | $696 | 0.00% | +200 | New |
| New England Capital Financial Advisors LLC | 70 | $698 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 86 | $858 | 0.00% | +55+177.4% | Added |
| Quadrant Capital Group LLC | 96 | $958 | 0.00% | +96 | New |
| CWM Advisors, LLC | 98 | $980 | 0.00% | +98 | New |
| Bare Financial Services, Inc | 99 | $987 | 0.00% | +10+11.2% | Added |
| Princeton Global Asset Management LLC | 100 | $997 | 0.00% | −250−71.4% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $997 | 0.00% | −24−19.4% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $997 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $997 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $997 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $997 | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $997 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 100 | $997 | 0.00% | +100 | New |
| McGuire Capital Advisors Inc | 100 | $997 | 0.00% | +100 | New |
| Sittner & Nelson, LLC | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $1.02K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 105 | $1.05K | 0.00% | +105 | New |
| Anfield Capital Management, LLC | 115 | $1.15K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $1.50K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 154 | $1.53K | 0.00% | +154 | New |
| United Financial Planning Group LLC | 163 | $1.63K | 0.00% | +163 | New |
| Bank of Jackson Hole Trust | 182 | $1.81K | 0.00% | +182 | New |
| Kingdom Financial Group LLC. | 200 | $1.99K | 0.00% | +200 | New |
| Ameriflex Group, Inc. | 200 | $1.99K | 0.00% | −200−50.0% | Reduced |
| Inlight Wealth Management, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $1.99K | 0.00% | +200 | New |
| Roble, Belko & Company, Inc | 220 | $2.00K | 0.00% | −106−32.5% | Reduced |
| Prestige Wealth Management Group LLC | 203 | $2.02K | 0.00% | +200+6,666.7% | Added |
| ORG Wealth Partners, LLC | 250 | $2.49K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 250 | $2.49K | 0.00% | +250 | New |
| Cape Investment Advisory, Inc. | 250 | $2.49K | 0.00% | +100+66.7% | Added |
| GGM Financials LLC | 250 | $2.49K | 0.00% | +250 | New |
| Nemes Rush Group LLC | 264 | $2.63K | 0.00% | −250−48.6% | Reduced |
| Country Trust Bank | 264 | $2.63K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 277 | $2.76K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 280 | $2.79K | 0.00% | +280 | New |
| Colonial Trust Advisors | 292 | $2.91K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $2.99K | 0.00% | +300 | New |
| Toth Financial Advisory Corp | 312 | $3.11K | 0.00% | −510−62.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 385 | $3.26K | 0.00% | +385 | New |
| Truvestments Capital LLC | 332 | $3.31K | 0.00% | +330+16,500.0% | Added |
| Legacy Wealth Managment, LLC | 336 | $3.35K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 341 | $3.40K | 0.00% | +141+70.5% | Added |
| Cedar Wealth Management, LLC | 350 | $3.49K | 0.00% | +50+16.7% | Added |
| Asset Dedication, LLC | 350 | $3.49K | 0.00% | +150+75.0% | Added |
| Quaker Wealth Management, LLC | 353 | $3.52K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $3.99K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 400 | $3.99K | 0.00% | +400 | New |
| TD Capital Management LLC | 403 | $4.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 422 | $4.21K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 440 | $4.39K | 0.00% | +60+15.8% | Added |
| Ancora Advisors, LLC | 500 | $4.99K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $4.99K | 0.00% | +500 | New |
| Eastern Bank | 507 | $5.05K | 0.00% | +507 | New |
| Rothschild Investment LLC | 535 | $5.33K | 0.00% | −48−8.2% | Reduced |
| Optima Capital LLC | 550 | $5.48K | 0.00% | +550 | New |
| Smartleaf Asset Management LLC | 569 | $5.71K | 0.00% | +370+185.9% | Added |
| AdvisorNet Financial, Inc | 591 | $5.89K | 0.00% | +341+136.4% | Added |
| Catherine Avery Investment Management LLC | 629 | $6.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 655 | $6.53K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 659 | $6.57K | 0.00% | +659 | New |
| Root Financial Partners, LLC | 702 | $7.00K | 0.00% | +302+75.5% | Added |
| GoalVest Advisory LLC | 710 | $7.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 715 | $7.13K | 0.00% | −7,798−91.6% | Reduced |
| EverSource Wealth Advisors, LLC | 727 | $7.25K | 0.00% | −348−32.4% | Reduced |
| Financially Speaking Inc | 750 | $7.48K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 750 | $7.48K | 0.01% | +750 | New |
| Geneos Wealth Management Inc. | 791 | $7.89K | 0.00% | +741+1,482.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 800 | $7.98K | 0.01% | +80+11.1% | Added |
| Fourth Dimension Wealth, LLC | 850 | $8.47K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 862 | $8.59K | 0.01% | +862 | New |
| Sunbelt Securities, Inc. | 879 | $8.76K | 0.00% | −1,176−57.2% | Reduced |
| Covestor Ltd | 861 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 957 | $9.54K | 0.00% | +957 | New |
| Murphy & Mullick Capital Management Corp | 1,000 | $9.97K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 1,000 | $9.97K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $9.97K | 0.00% | 00.0% | Unchanged |